PVH
BR icon

Psagot Value Holdings’s Broadridge BR Stock Holding History

Psagot Value Holdings’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,239
Closed -$409K – 349
2021
Q4 		$409K Hold
2,239
– – 0.08% 163
2021
Q3 		$373K Hold
2,239
– – 0.06% 200
2021
Q2 		$362K Hold
2,239
– – 0.01% 245
2021
Q1 		$343K Hold
2,239
– – 0.01% 244
2020
Q4 		$343K Hold
2,239
– – 0.01% 225
2020
Q3 		$296K Hold
2,239
– – 0.01% 240
2020
Q2 		$283K Buy
2,239
+600
+37% +$69.5K 0.01% 219
2020
Q1 		$155K Buy
1,639
+739
+82% +$84.3K 0.01% 239
2019
Q4 		$111K Hold
900
– – ﹤0.01% 322
2019
Q3 		$112K Buy
+900
New +$116K ﹤0.01% 282

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return